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Technology Stocks : Siebel Systems (SEBL) - strong buy? -- Ignore unavailable to you. Want to Upgrade?

To: Reginald Middleton who wrote (2187)10/15/1998 5:56:00 AM
From: Heather  Read Replies (1) | Respond to of 6974
 
Sounds to me like you are someone likely to be squeezed tommorrow.



To: Reginald Middleton who wrote (2187)10/16/1998 10:41:00 AM
From: Wizard  Read Replies (1) | Respond to of 6974
 
With all due respect, your reinvestment argument is oversimplistic. You are in essence saying that when growth companies expand their margins, they are not 'reinvesting' because operating expenses relative to revenues are not keeping up.

SEBL is running very fast and very well could stumble but there are lots of cases of growth companies who expanded margins as they grew.

Please elaborate.


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